Experience

Lifetime

• New Zealand
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Nov 2019 - Present

  • Writing financial plans and statement of advice for the Advisers through Xplan• Writing risk, investment, kiwi saver and personal protection plans for the clients.• Comparing personal protection covers (including income protection, life cover, trauma, TPD and mortgage protection)• Recommending the best-suited cover and cover provider for the client.• Shortlisting the best form of investment suitable for the client considering the client goals and financial objectives.• Goal modelling for clients.• Analyzing the post retirement target of the clients• Review of existing policies of the customers• Coordinating with the service providers for gathering customer policy information for the review• Generating risk profiles for the clients on xplan system.• Suggesting the best type of funds for the clients based on their risk profiles • Pulling data for inclusion into client plans and reports• Assisting the regional team manager in the weekly reports• Scanning and checking that all compliance issues are met• Helping advisers in developing a quality client relationship• Client master data administration on xplan system• Maintaining client folders on the share point• Extract data, develop excel spreadsheets that can be manipulated and ‘data cleaned’ • Data on the excel spreadsheet presentable to both Internal and External stakeholders• Provide necessary data and details for monthly internal and external executive summaries.

• Adviser Support

  • Jul 2018 - Oct 2019

  • Utilizing my computer skills for database management• Client master data administration on xplan system• Uploading client application documents on the xplan• Complex data management• Client application documentation• Provide xplan and mycrm software application support to the advisers• Maintaining separate spreadsheet for each advisor• Creating and maintaining individual client folders on the share point• Printing and editing the data pertaining to client application• Suggesting improvements, if any for client database• Investigating the client’s financial data• Data Cleansing• Critically evaluating and analyzing the client financial statements including bank, credit card and loan statements• Loading client application on mycrm system• Support our clients via phone (inbound/outbound) and emails• Getting valuation for the properties• Credit check for the clients• Invoicing to bank• Systematic planning and review of client documents• Creating compliance letters and loan application forms• Follow up with clients, banks and other concerned parties• Currently multi-tasking for three advisers from Tauranga, one from Cambridge and one from Hamilton• Remote working experience.



Hamilton City Council

• New Zealand
• Civic and Social Organizations
• 500 - 600 Employee

• Computer Mentor Volunteer

  • Sep 2017 - Jul 2018

  • Utilizing my computer skills for paramount benefit to the community• Troubleshooting of computer and internet related issues• Troubleshooting of smartphones and software downloading• Issues of the people from all the age groups and even those suffering from disability and other alignments have been solved• Online job application, drafting an email and formatting cv, • Helping connect people through social media and use of search engines and use of mobile applications is successfully handled by me.



Caltex Australia

• Australia
• Oil and Gas
• 700 & Above Employee

• Customer Service Representative

  • Jan 2017 - Jul 2018

  • Customer service• Troubleshooting for the point of sale systems and computers• Database management• Changing fuel, product prices and inventory data on the system• Changing of the lights and bulb fittings• Accurate cash handling• Multi-tasking• Organizing monthly meetings• Reports• Ordering and Stocking • Customer service• Troubleshooting for the point of sale systems and computers• Database management• Changing fuel, product prices and inventory data on the system• Changing of the lights and bulb fittings• Accurate cash handling• Multi-tasking• Organizing monthly meetings• Reports• Ordering and Stocking



Transnational Limited, Auckland New Zealand

• Freelance Interpreter

  • Feb 2017 - Feb 2017

  • Hindi to English translation at Hamilton High court• Prompt listening• Controlling emotions and respecting the code of conduct of the court. • Hindi to English translation at Hamilton High court• Prompt listening• Controlling emotions and respecting the code of conduct of the court.



Glitter Gems Limited

• Manager Accounts and Admin(Finance Manager)

  • Jan 2015 - Jun 2016



Triton Group

• India
• International Trade and Development
• 1 - 100 Employee

• Assistant Manager Accounts

  • Feb 2014 - Dec 2014



Mazagon Dock Ltd

• Shipbuilding
• 500 - 600 Employee

• Summer Internship

  • Jun 2009 - Jul 2009

  "A Study on Implementation of ERP in the Financial Module at MDL and Its Implications" "A Study on Implementation of ERP in the Financial Module at MDL and Its Implications"